See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,012 | $86,929-52.8% | $102,423-60.0% | $80,856-49.3% |
| Participation rate | 43.9% | 72.4%-28.5pp | 76.5%-32.6pp | 67.6%-23.8pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,596 | $2,369-32.6% | $3,023-47.2% | $2,755-42.0% |
| Participant deferral / active EE | $2,751 | $4,118-33.2% | $5,053-45.6% | $4,296-36.0% |
| Admin fee / account holder | $5,994 | $8,049-25.5% | $9,451-36.6% | $6,918-13.4% |